Manage Roles

Managing Roles Available to Your business

Profit Navigator uses a authorization system called Access Control Lists. This system is designed to provide the highest flexibility in restricting access to your business' financial data. As an Alliance Partner or Business Owner you have the right to create any new role you wish and provide Create, Read, Update, Delete, User or Facilitator permissions for these roles.

Certain core roles are already available to you if you do not wish to manage unique roles for your business and in fact, there are special permissions that can not be granted to roles that you create for certain core roles. These core roles are:

Each of these roles are defined by the Core system and are not editable. However, you may assign these roles to members of your business. The special roles have specific restrictions and permissions and as such may not be assigned except by members who possess those roles or have the System Admin Role.

When editing roles for your business, at the bottom of the list of core roles (and any custom roles created for your business) is a button that will allow you to create a new role. When you click that button a new role will be created for your business and the role editor will appear.

Change the title of the role to any meaningful name. For example, if you wanted to create a role that only has access to enter monthly data; you could call the role "Monthly Data Entry Manager". You can also provide a description to help you remember what you want members with this role to do for you. It is suggested that you provide this description to help others who have access to your Roles system understand what this role is for.

Below the name and description is a large list of navigation items. The list will contain every navigation item (URI) that YOU have access to.